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Coppell Advisory Solutions Corp’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-307
Closed -$6.06K – 531
2022
Q4 		$6.06K Buy
+307
New +$6.03K ﹤0.01% 691

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LPL Financial
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HighTower Advisors
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LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Coppell Advisory Solutions Corp's FSMB Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2023, closing a stake of 307 shares — an estimated $6.06K sold.

Coppell Advisory Solutions Corp first reported a position in FSMB in Q4 2022 and held it in 1 quarter. The position peaked at $6.06K in Q4 2022. 107 funds tracked by Wall St. Rank hold FSMB as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 307 First Trust Short Duration Managed Municipal ETF shares in Q1 2023, an estimated $6.06K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust Short Duration Managed Municipal ETF position peaked at $6.06K in Q4 2022.
  • 107 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.